eSUB Academy contains interactive online courses which include videos, downloadable help guides, and quizzes to ensure you understand how to navigate and utilize all areas of eSUB. These courses are focused on the following personas: Administrators, Project Managers, and Field Users. Courses can be taken individually or as a series depending upon which modules you use within eSUB.
If you want to sign up for the eSUB Academy, please contact your Strategic Consultant or Client Success Manager. If you are unsure who to contact, feel free to contact the Client Success team at clientsuccess@esub.com
Course Descriptions
Admin Courses
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Course Name |
Description |
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Admin 01_Understanding eSUB Personas - Users, Contact, and Employees |
(4 min) You will learn about the three different types of eSUB Personas (Users, Contacts, and Employees). Understanding these personas is key in building your eSUB database. |
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Admin 02_Persona 1: Users - Managing your eSUB Users |
(5 min) By the end of this short course, you will learn how to add and manage your Users in eSUB. |
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Admin 03_Persona 2: Contacts - Managing your eSUB Contacts |
(5 min) After this quick course, you will be able to add a Contact and manage their details. As a reminder, contacts are anyone that will be sending or receiving emails through eSUB. |
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Admin 04_Persona 3: Employees - Managing your eSUB Employees |
(6 min) By the end of this quick course, you will know how to add and manage your employees in eSUB. |
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Admin 05_How to Create and Manage File Folders |
(3 min) In this course you will learn how to set up file folders and save documents to the appropriate folder. These folders will then be accessible on the Field Works app for easy access in the field. |
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Admin 06_How to Create and Manage Cost Codes |
(5 min) In this module you will learn how to add cost codes, manage cost codes, and where within eSUB you can access your assigned cost codes. |
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Admin 07_How to Create Labor Classes |
(3 min) In this course you will learn how to set up your different labor classes for use in time card and cost tracking. |
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Admin 08_How to Create and Manage Your Materials and Items Database |
(3 min) In this course you will learn how to add and modify materials and items for your eSUB database. |
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Admin 09_How to Create and Manage Your Equipment Database |
(3 min) This course will show you how to add and manage your equipment list within eSUB. |
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Admin 10_How to Manage Your Company Preferences and Label Manager |
(3 min) In this course you will learn about the Company Preferences and the Label Manager. Company settings will carry over to all projects and the Label Manager allows you to customize the naming of specific eSUB labels. |
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Admin 11_How to Create and Manage Project Milestones |
(3 min) In this course, you will learn how to create and edit milestones and arrange their sequence. |
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Admin 12_How to Customize Your Project Summary Settings |
(3 min) In this course you will learn how to customize your project summary setting home screen. You can add or remove certain details that may not be applicable to your given project. |
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Admin 13_Understanding and Adding Division and Market Areas |
(6 min) In this course, you will learn how to add Division and Market Areas to your company setup. Note - consult with your eSUB Strategic Consultant or Client Success Manager before making these adjustments. |
Project Manager Courses
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Course Name |
Description |
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PM 01_Getting Started with Projects |
(20 min) Getting Started with Projects |
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PM 02A_Construction Document - Core Modules |
(30 Min) In this course you will learn about the construction document modules and their importance in allowing teams to stay on track of project details, requirements, and important project information. This course contains 6 videos for each module: 1) Requests for Information (RFIs) 2) Meeting Minutes 3) Equipment Rentals 4) Correspondence Log 5) Drawing Sets 6) Issues 7) Email Integration |
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PM 02B_Construction Document - Submittal Module |
(10 min) In this course you will learn about how to utilize the Construction Document Submittal module and when it may be helpful to create Submittal Items to track project requirements. |
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PM 03_Job Costing Modules (All) |
(45 min) In this course you will learn about the job cost modules and their importance in helping teams to keep track of added work, dollars spent, and payments received. 1) Change Order Requests (CORs) and the Change Order Status report 2) Purchase Orders (POs) 3) Subcontracts/Subcontract Change Orders (SCOs) 4) Pay Applications |
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PM 03A_Job Costing - Change Order Requests |
(15min) In this course you will learn how to utilize the Change Order Requests module. |
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PM 03B_Job Costing Modules- Subcontracts/SCOs |
(10min) In this course you will learn how to utilize the Subcontract and Subcontract Change Order modules. |
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PM 03C_Job Costing - Purchase Orders |
(10min) In this course you will learn about how to utilize the Purchase Orders module. |
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PM 03D_Job Costing - Pay Applications |
(8 min) In this course you will learn how to utilize the Pay Applications module. |
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PM 04_Job Cost Reports |
(15 min) In this course you will learn about the available job cost reports and their importance in allowing teams to understand where they may be making or losing money. This information can help improve project performance on future projects. Two videos on: 1) Cost Details 2) Cost to Complete Recommendation: Prior to watching each video that you download the cheat sheets provided to help follow along with how each column values are calculated. |
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PM 05_Corporate Management |
(20 min) The Corporate Management module allows executives (or anyone responsible for multiple projects) to see a high-level overview of their projects. You will learn about each Corporate Management report and when and why to use it. |
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PM 06_Timecard Management |
(15 min) In this course, you will learn how to utilize the Timecard Management module to review, modify, and approve time tracked via Daily Reports or eSUB Time. |
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PM 07_ Resource Management |
(10 min) In this course, you will learn how to utilize the Resource Management module to assign and track which projects employees and equipment are scheduled to. |
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PM 08_Scheduling |
(8 min) In this course you will learn how to create and edit Gantt schedules within eSUB. |
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PM 09A_Adding eSUB Time Users |
(6 min) In this video, you will learn how to create eSUB Time Users. These employees must be setup as employees and users to obtain access. |
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PM 09B_Using eSUB Time |
(10 min) In this video you will learn the basics of utilizing eSUB Time to track your hours to projects and cost codes. |
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PM 09C - Using eSUB Kiosk |
(TBD) |
Field User Courses
| Course Name | Description |
| Field 01_Field User Introduction | (1 min) This course serves as an introduction to the topics in this Field module and the importance of accurately gathering specific information for Project Managers to optimize project schedule and cost.Throughout these courses you will watch videos, have the ability to download "how to" guides and answer questions to test your knowledge.Following the Field User Introduction video, there will be a downloadable guide noting some quick steps on how to utilize the Mobile App. A full explanation of how to use the mobile app will be covered in the following videos. |
| Field 02_Accessing the eSUB Field Works App |
(4 min) After finishing this course, you will understand: 1) Where to find the Field Works app 2) How to download the Field Works app 3) What your subscriber code is 4) App filters and search features |
| Field 03_Field Notes |
(5 min) After completing this course, you will understand the importance of Field Notes and how critical they are to connect the field and office of project progress and issues. You will also learn how to: 1) Create a Field Note 2) Markup a picture 3) Utilize key words |
| Field 04A_Daily Reports (Field Works App) | (15 min) After completing this course, you will understand how to create a daily report using the Field Works App and have a basic understanding of where your data is pulling from. Review courses Field 04B and Field 06 to learn how to create a Daily Report on the web and understand where this information can be found on the web interface. |
| Field 04B_Daily Reports (Web) | (13 min) After completing this course, you will understand how to create a daily report using eSUB's web interface and have a basic understanding of where your data is pulling from. Review course Field 04A to learn how to create a Daily Report using the Fieldworks App and course Field 06 to understand where this information can be found on the web interface. |
| Field 05_Additional Field Works App Features |
(4 min) After completing this course, you will understand how to utilize the remaining features on the Field Works App. These items include: 1) Project Contacts 2) RFI Log 3) Project Files 4) Adding weblinks to your mobile app for additional module access with an in depth review of how to utilize the Percent Complete Forecast (Web) link via your mobile device. Field Notes and Daily Reports are covered in courses Field 03, 04A, and 04B. |
| Field 06_Overview of Field Data Generated Reports |
(11 min) After completing this course, you will understand how the Field Works app and Daily Reports populate various reports within eSUB to allow your team to track your company's productivity. 1) Daily Report Data Points - Details where the information populated in a daily report is pulled from 2) Labor Reports (5 reports shown)
3) Material Item Summary 4) Equipment Log 5) Equipment Usage Summary |
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